Quick Start Guide

A step-by-step walkthrough to get from zero to your first booked appointment in 10 steps.

This guide walks you through everything you need to go from a fresh Hospital OS account to your first booked appointment. Follow these 10 steps in order. Each step links to a detailed page if you need more information.

Prerequisites

You need an admin account with Hospital OS access. All steps assume you are logged in to the admin panel.

10-Step Setup Walkthrough

Step 1: Create Your Centre

Add your hospital location with its name, address, and contact information. Every hospital needs at least one centre — it is the foundation for everything else.

Detailed guide: Setting Up Centres

Step 2: Set Working Hours

Define when your centre is open each day of the week. Doctors cannot have appointment slots outside these hours.

Detailed guide: Working Hours & Holidays

Step 3: Add Departments

Create departments like Cardiology, General Medicine, Lab, and Pharmacy. Departments organize your centre into functional areas.

Detailed guide: Departments & Resources

Step 4: Create Staff Profiles

Add your hospital staff — receptionists, nurses, lab technicians, and anyone else who works at your hospital.

Detailed guide: Managing Staff Profiles

Step 5: Onboard Doctors

Create doctor profiles with their specialization, registration number, and booking settings like consultation fee and slot duration.

Detailed guide: Doctor Onboarding

Step 6: Set Doctor Availability

Define when each doctor is available to see patients. Set recurring weekly schedules and block out dates for leave or holidays.

Detailed guide: Availability Calendar

Step 7: Define Services

Add the services your hospital offers — General Consultation, Blood Test, X-Ray, ECG, and so on. Organize them into categories.

Detailed guide: Services & Categories

Step 8: Set Pricing

Configure the price, tax, and appointment duration for each service. You can set different prices for different centres or doctors.

Detailed guide: Pricing Configuration

Step 9: Map Services to Doctors

Specify which doctors offer which services at which centres. A doctor must have at least one service mapping before they appear in search results.

Detailed guide: Services & Categories

Step 10: Book a Test Appointment

Search for available slots and create your first booking. If everything is set up correctly, you should see available time slots for the doctor and service you configured.

One-Time Setup

Steps 1-9 are one-time setup. After that, you will mainly use the booking and clinical features daily.

Important Order

A doctor cannot have appointment slots outside of centre working hours. Set up centre hours (Step 2) before doctor availability (Step 6).

Quick Start Path — 10 steps grouped into Setup, Staff, Services, and Go Live phases — Quick Start Path — 10 steps to your first appointment

What Happens Next?

After the quick start setup, explore these areas:

Fine-tune your settings in Appointment Settings
Set up billing and payments in the Billing & Payments section
Enable patient self-service via the Patient Portal

Quick Start Guide